Welcome
Welcome to Teaching Portfolios for Tenure, Permanence, and Promotion at McMaster!
This module has been designed to support faculty who plan to apply for tenure, permanence, or promotion at McMaster University. It aligns with the University’s Supplementary Policy Statement B2: Teaching Portfolios, which outlines specific structure and content requirements for teaching portfolios prepared for these processes.
The module will begin with an overview of what a teaching portfolio is and why educators need to prepare one. The focus will then turn to the required structure and components of a teaching portfolio at McMaster University, as outlined by SPS B2. Throughout, tips, considerations, and resources will be shared to enable you to develop or refine your McMaster teaching portfolio.
By the end of this module, you should be able to:
- Explain the purpose and benefits of having a teaching portfolio, both in general and at McMaster University specifically.
- Describe the two major parts, as well as additional requirements, recommendations, and tips on how to create a SPS B2-compliant teaching portfolio.
- Implement an organized and deliberate process for assembling or updating a teaching portfolio.
As you work on your teaching portfolio at McMaster, it is recommended that you also review the Preparing a Teaching Portfolio Guidebook, created by the MacPherson Institute. Both this module and the Guidebook align with McMaster’s Supplementary Policy Statement B2: Teaching Portfolios. This workshop is a condensed version of the Guidebook, so you may benefit from perusing additional advice contained within that resource.
Note: Generative artificial intelligence was used to draft, refine, or edit some of the content within this module. All content has been reviewed by multiple humans prior to publication.
The Purpose and Benefits of a Teaching Portfolio
What is a Teaching Portfolio?
A teaching portfolio is a document or resource (e.g. a website) that represents you as an educator, along with your contributions to teaching and learning. It serves as a place to articulate your beliefs about teaching, learning, and students, supported by a record of your teaching methods, impacts and goals. It can be used to illustrate “the excellence (quantity and quality) and engagement (scholarly work and scholarship) of an educator’s teaching activities” (Sheakley, 2022).
A teaching portfolio provides the opportunity to engage in meaningful reflection, compile evidence of your effectiveness as an educator, and craft the narrative around your teaching journey, while also serving as a critical resource for obtaining recognition of your effectiveness as an educator. Unlike a resume or curriculum vitae, which provides an overview of all your qualifications, experiences, and accomplishments, the intent of a teaching portfolio is to curate a refined collection of the very best evidence of your teaching.
Why Do I Need a Teaching Portfolio?
Teaching portfolios can be used for summative or formative purposes, ranging from promotion and awards to reflection and continuous improvement. While formative use of a teaching portfolio can happen anytime and is likely self-directed, summative use of a teaching portfolio will happen as part of various evaluative processes throughout a faculty member’s career, including applications for:
- Teaching-track or tenure-track positions
- Promotion, permanence, or tenure
- Teaching awards
At McMaster University specifically, faculty are expected to showcase their achievements and unique contributions to teaching and learning through the teaching portfolio as part of tenure, permanence, and promotion. Keeping an up-to-date teaching portfolio is also beneficial to McMaster educators in that they can share it with their department Chairs in the context of annual performance reviews, though this may not be a requirement.
References
Sheakley, M. (2022). Documenting Educator Work: The Educator Portfolio. In Huggett, K. N., Quesnelle, K. M., & Jeffries, W. B. (Eds.), An introduction to medical teaching: Innovation and change in professional education, vol 20 (pp. 319-332). Springer. https://doi.org/10.1007/978-3-030-85524-6_21
McMaster’s Teaching Evaluation Policy Framework
McMaster has specific requirements and processes in place around how teaching is formally evaluated. For tenure, permanence, and promotion, these are detailed in the policy McMaster University Revised Policy and Regulations With Respect To Academic Appointment, Tenure And Promotion, also referred to colloquially as the “yellow document” (because it used to be printed on yellow paper). Teaching portfolios, specifically, are mentioned therein (see Section III, Parts 5 through 10), with more complete details regarding the structural and content requirements of McMaster teaching portfolios described in Supplementary Policy Statement B2: Teaching Portfolios (SPS B2).
SPS B2 outlines two major parts required in a teaching portfolio:
- Part A: Executive Summary
- Part B: Supporting Documentation
These parts are discussed in detail in the subsequent tabs. Additional tips and approaches to effectively and efficiently develop a teaching portfolio aligned with McMaster’s institutional requirements are also shared.
For advice that is more tailored to your Faculty, department, or disciplinary context, it is recommended that you review SPS B2 with your department Chair. This will ensure that your plans for your teaching portfolio most effectively incorporate local preferences, expectations, and cultural norms, while still meeting institutional requirements.
Finally, before delving into the structural requirements described in SPS B2, note that while it’s not explicitly stated in the policy, it is good practice to give your portfolio a title page and table of contents, and to start each section of your portfolio on a new page with an appropriate heading. A McMaster teaching portfolio template with this formatting already built in is available for download in Chapter IV: Fulfilling McMaster’s SPS B2 Requirements of the Preparing a Teaching Portfolio Guidebook. You may wish to download the template now and use it to jot down ideas as you proceed through the remainder of this module.
Part A: Executive Summary
The Executive Summary can be considered the core of your McMaster teaching portfolio. It is broken down into five distinct items:
- Description of Teaching Responsibilities (1 page max)
- Description of Teaching Philosophy (appx. 1 page)
- Description of Teaching Practice (1-2 pages)
- Description of Contributions to Teaching (appx. 1 page)
- Evidence of Teaching Effectiveness
As explained in SPS B2, “the intent of this summary is to provide a means to manage the larger portfolio rather than to require that all such portfolios have a distinct length and uniformity”.
Review further details about each of the five items in Part A below.
Expandable List
Per SPS B2: “description of responsibilities and mechanism of evaluation drawn from the appointment letter, or updates thereto (maximum one page)”
All that is needed for the Description of Teaching Responsibilities is a copy of your appointment letter, and any subsequent update letters. On this page, you should describe how you are expected to divide your time (e.g., 80% teaching, 20% service). It should be less than one page in length.
Tip: In teaching portfolios submitted to the MacPherson Institute for feedback, we regularly see that the author has elaborated on their appointment letter to describe courses taught, typical work and responsibilities, etc. Please note that none of that is needed or expected here. Save yourself some time by simply inserting an excerpt from your appointment letter and consider that section of your portfolio complete!
Per SPS B2: “description of teaching approach /philosophy (about one page)”
A teaching philosophy is a personal statement that outlines your beliefs, methods, impacts, and goals regarding teaching and learning. An explanation of your beliefs, supported by brief examples of your methods and impacts, and accompanied by with a description of your goals for future growth as an educator, is an effective formula to achieve an impactful philosophy. Typically, a teaching philosophy is one page single-spaced, written in first person, thoughtfully structured and organized, and authentic.
Think of your Description of Teaching Philosophy as the backbone to your entire teaching portfolio. The case you make there about yourself as an educator should be reinforced by the other sections in Part A of your portfolio, and supported by evidence in Part B. This is why the teaching philosophy is where you should focus the bulk of your efforts early in the development of your portfolio.
Tips:
- Have your statement reviewed by a trusted colleague or an Educational Developer at the MacPherson Institute (e.g. your Faculty’s Liaison Contact). Someone in your department or discipline would be best suited to reviewing your statement with an eye to local context, tone, and disciplinary norms.
- When you have finished your portfolio, look back at your philosophy statement to check for alignment. Have you provided some evidence for each of the major points you made in your philosophy? Checking on this will help you make final refinements to your portfolio.
- Share how you plan to grow. Unlike a resume or CV, which is primarily focused on your achievements up until ‘now,’ your philosophy statement can and should include thoughts on where you would like to take your teaching in the future.
- Revisit your philosophy statement on an annual basis, because your statement will change with time and experience.
Further resources:
- The learning catalogue module (insert link to Erin’s module on “Crafting a Teaching Philosophy Statement”) provides more in-depth guidance on writing a comprehensive and effective teaching philosophy statement.
- Chapter III: Writing a Compelling Portfolio in the Preparing a Teaching Portfolio Guidebook discusses crafting a compelling narrative for your teaching portfolio more broadly.
Per SPS B2: “description of teaching practice, including examples of how the approach/philosophy has been realized, or how teaching has been adapted to unusual conditions (one to two pages)”
Whereas your Description of Teaching Philosophy is about your beliefs and contains few examples in little depth, in contrast, your Description of Teaching Practice is about what you actually do and contains in-depth examples. Ultimately, the Description of Teaching Practice is meant to elucidate how your philosophy is realized in your day-to-day teaching. This should be 1-2 pages maximum.
For example, if your Description of Teaching Philosophy states that you care about having an inclusive classroom, you need to be specific in the Description of Teaching Practice about how you make that happen. How do you design your course to be inclusive? What teaching methods and approaches do you use in the classroom to ensure inclusiveness? And so on.
Tips:
- An element that can be effectively integrated into the Description of Teaching Practice is the context within which you teach, such as relevant strategic priorities, departmental culture, disciplinary norms, or evidence-based practices that inform your approaches.
- You may also wish to provide an example that illustrates how you adapt your teaching to new or unique conditions. This is a great place to describe, for example, how you work to meet student needs expressed via requests for academic accommodations.
- As with the Description of Teaching Philosophy, describing the impact of your teaching methods is of value in this section as well. Articulating the result of your chosen teaching approaches will strongly emphasize your effectiveness as an educator.
Per SPS B2: “description of contributions to teaching, for example, course design, publications and research on teaching and learning, presentations on teaching and learning, professional development, educational leadership, reports on issues pertaining to teaching and learning (about one page)”
The intent of the Description of Contributions to Teaching is to highlight examples of how you contribute to teaching and learning in ways that are above and beyond your day-to-day teaching activities. This can include:
- Course or program design initiatives;
- Noteworthy or innovative course materials, assessments, handbooks, study guides, or learning products;
- Research projects, publications, presentations, grants, or other Scholarship of Teaching and Learning (SoTL) accomplishments;
- Teaching-related professional development you have designed or facilitated (not those you participated in);
- Peer mentorship or facilitation of teaching-related learning for your colleagues;
- Examples of educational leadership, such as peer mentorship, coordination of a teaching conference or event;
- Integration of key McMaster values into your teaching, such as community engagement, student wellness, and supporting international students;
- and more.
This should take up approximately one page of your portfolio.
Keep in mind the purpose of the Description of Contributions to Teaching is to demonstrate growth that you foster in or for others, such as your teaching and learning network, your department, the curriculum, your institution, your discipline, and so on. Description of Contributions to Teaching is not meant to document:
- A list of courses you’ve taught or typical course stats
- Your curriculum vitae (i.e. CV)
- Attendance at workshops and professional development efforts
Tips:
- If you wish to represent your commitment to professional development somewhere in your teaching portfolio, it is okay to briefly refer to such a list in this section. For example, you could write “I have also done a lot to develop myself as an educator. Please see Appendix such-and-such for a full list of the professional development activities I’ve engaged in in the past five years”. Then you could place the list in the respective Appendix in Part B.
- You are not expected to provide an example for each type of contribution listed in SPS B2.
- When writing this section, remember the “about one page” limit noted in SPS B2. What this likely means is that you will need to select a few contributions that are your greatest achievements and focus on writing about those. It will be more impactful to go into depth about a few examples than to create a list of many examples that lack detail.
Per SPS B2: “complete details of responses to the summative question in the student feedback on all courses taught over the past five years. The information should be set in the context of all the teaching done in the department. It is the responsibility of the Department Chair to provide all instructors with contextual data for all the courses given in each term.”
The description of Evidence of Teaching Effectiveness in SPS B2 suggests that only quantitative evidence is desired. However, it is recommended that you supplement the numbers with some qualitative contextualization in the form of a written reflection explaining the data’s significance. Since this is not expressly written in SPS B2 at this time, you may wish to touch base with your Chair to confirm how they wish to see evidence represented and contextualized in this section.
Prior to 2020, the summative question in McMaster’s end-of-term course evaluations asked students to rate the effectiveness of their instructor on a scale of 1-10. Since then, in response to increasing evidence that student evaluations of teaching do not accurately or objectively evaluate teaching, the summative question has been phrased so that it asks students to rate their learning experience on a scale of 1-10.
It’s important to remember that SPS B2 disallows student comments in Part A of your teaching portfolio. However, if you feel strongly that some student comments you’ve received are an important reflection of your effectiveness as an educator, you could write a reflection on feedback you’ve received from students for Part B of your portfolio as an Appendix.
Together, the five sections described above make up Part A: Executive Summary of a McMaster teaching portfolio. The next page discusses Part B: Supporting Documentation
Part B: Supporting Documentation
Supporting Documentation is a collection of evidence that supports the Executive Summary of your portfolio, organized into a series of appendices. As explained in SPS B2, Part B “is optional and may contain additional material compiled by the faculty member in support of Part A.”
While the policy makes clear that Part B optional, your portfolio will be strengthened with thoughtfully selected evidence that underscores the narrative crafted in Part A. Think of it this way: you would likely choose to support your research claims and reasoning with carefully collected evidence. A portfolio representing your teaching claims and reasoning should be no different.
Whereas the contents of Part A are largely prescribed by SPS B2, what you append to Part B of your teaching portfolio is completely up to you. To ensure proper alignment, the items you select for Part B should be informed by what is discussed in Part A. Furthermore, those items should be referenced somewhere within Part A so that reviewers can easily make connections between your claims and the pieces of evidence meant to support them.
Your Appendices could include:
- Professional development, such as a list or certificates from workshops and courses you’ve taken;
- Sample course materials, such as syllabi, assessments, and evaluation frameworks;
- Evidence of using innovative technologies or digital pedagogies;
- Letters of support such as those from colleagues or past students;
- Feedback from educational developers who have observed your teaching;
- Publications related to teaching and learning;
- Teaching awards;
- and more.
Tips:
- Similar to the Description of Contributions to Teaching, it’s most effective to focus on quality over quantity. It will not be effective to compile every last piece of evidence you have available to you. Instead, consider what pieces of evidence best supports the claims you’ve made throughout Part A of your portfolio and select only those for inclusion in Part B.
- If you’re questioning whether to provide more than one piece of evidence to support a single claim made in Part A, only do so if different pieces would illustrate different aspects of your teaching. For example, one course syllabus is likely enough. However, if you teach very different courses, such as a field course and a seminar course, or a 1st year course and a graduate-level course, then it may make sense to include two syllabi to show your range. Aim to share no more than two pieces of any given type of evidence, though, to ensure that Part B is well-curated.
- If applicable, Part B is an effective place to address any aberrations related to your teaching, such as a significant dip in student course experience survey scores. Reviewers are understanding that an educator may receive lower scores than usual when they have tried something innovative in a course. Furthermore, reviewers tend to view educators’ acknowledgment and open reflection about challenges faced in their teaching as a strength. Ultimately, reviewers will want to know what you’ve learned from any aberrant or challenging situation you’ve encountered, so refocus those tough moments into a positive by showcasing your resilience and growth through a written reflection.
Further resources
Check out Chapter V: Selecting Evidence for Your Portfolio in the Preparing a Teaching Portfolio Guidebook for a more extensive list of types of evidence you may wish to include in Part B of your McMaster teaching portfolio.
The Portfolio Process: Assembling your Teaching Portfolio
You should now feel more knowledgeable about the requirements of a SPS B2-compliant, McMaster teaching portfolio. However, knowing the purpose and technical requirements of a teaching portfolio does not necessarily translate to feeling confident about getting started with writing and assembling one. This page aims to help you with that.
Below, a cyclical process for creating or revising a teaching portfolio is recommended. As you review the steps, take 10 minutes to reflect on the suggestions and jot down ideas for how you might approach them in your own teaching portfolio.
Expandable List
As you begin to develop or update your teaching portfolio, it can be helpful to reflect on various levels of context that may inform or inspire your teaching:
- Consider how teaching and learning is prioritized or articulated within the culture and strategic priorities of your Faculty and/or department.
- Familiarize yourself with institutional strategies related to teaching and learning and consider how your teaching aligns with them.
- Take stock of disciplinary norms or expectations that influence your perspectives, practices, and pedagogical approaches.
This is the only time you will see the recommendation “quantity over quality” related to your teaching portfolio. For now, compile all of the available evidence of your teaching effectiveness. This will help you get a sense of what you have and consider what examples you may wish to discuss in Part A of your portfolio.
Once you are further along in your portfolio process – having identified your beliefs, methods, impacts and goals – you can narrow down your comprehensive collection of evidence to only the most exemplary items that best align with the portfolio’s narrative. At that point, quality will again reign over quantity as you select a subset of the evidence for inclusion in your portfolio.
Now that you’re familiar with the types of evidence you have available to you, reflect on the totality of what the evidence represents about your personal teaching philosophy, practices, and contributions. Jot down the major themes that arise from taking such a holistic view.
From there, you can write your Description of Teaching Philosophy, which will establish a strong narrative for your portfolio. The values and beliefs articulated in your teaching philosophy will serve as thesis of your narrative, which you can then reinforce with the examples and evidence included throughout the rest of your portfolio.
Once all of the components of your teaching portfolio are drafted, review your portfolio for clarity, alignment (i.e. consistency), compliance with the requirements of SPS B2, and persuasiveness. It is recommended that you seek feedback from colleagues or Educational Developers as you work towards finalizing your portfolio. Doing so can bring a fresh set of eyes to your extensive work and serve as a preliminary, unofficial review of what you have written.
A teaching portfolio is best thought of as a living document that should be updated annually alongside your resume or CV, ideally in advance of your annual review. It may be tempting to file your teaching portfolio away in the proverbial desk drawer, but returning to it once a year to update it with new examples of growth, notable achievements, self-reflections, and forms of evidence has various benefits, including:
- Ensuring you keep taking a reflective and deliberate approach to your teaching year after year,
- Facilitating meaningful discussions with your Chair about teaching, and
- Ensuring the portfolio is always near-ready for upcoming career achievements like tenure, permanence, or promotion, or unexpected opportunities including teaching grants and awards.
For further information on the portfolio process, or to consider what this process may look like when revising an existing teaching portfolio rather than creating one from scratch, please check out Chapter II: The Portfolio Process in the Preparing a Teaching Portfolio Guidebook.
Teaching Portfolios At McMaster Module Summary
In this module, you:
- Considered the purpose and benefits of having a teaching portfolio, both in general and at McMaster University specifically.
- Explored requirements, recommendations, and tips on how to effectively address the two major parts of an SPS B2-compliant teaching portfolio.
- Contemplated the process that you will implement for assembling or updating your McMaster teaching portfolio.
Best of luck as you take next steps with your McMaster teaching portfolio for tenure, permanence, or promotion! Should you have questions or wish for further advice, remember that you have a variety of additional resources available to you, including your Department Chair and colleagues, the MacPherson Institute, and McMaster’s Preparing a Teaching Portfolio Guidebook.
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Key Resources & Further Learning:
Kenny, N., Aparicio-Ting, F., Beattie, T., Berenson, C., Grant, K., Jeffs, C., Lindstrom, G., Nowell, L., & Usman, F. (2021). Teaching Philosophies and Teaching Dossiers Guide: Including Leadership, Mentorship, Supervision, and EDI. Calgary, AB: Taylor Institute for Teaching and Learning Guide Series. https://taylorinstitute.ucalgary.ca/resources/teaching-philosophies-and-teaching-dossiers-guide
Knapper, C. & Wilcox, S. (2007). Preparing a Teaching Dossier. Kingston, ON: Queen’s University Centre for Teaching & Learning. https://www.researchgate.net/publication/255576822_Preparing_a_Teaching_Dossier
McMaster University. (2024). Preparing a Teaching Portfolio Guidebook. https://ecampusontario.pressbooks.pub/teachingportfolioguide/
McMaster University. (2020). Teaching Portfolios (SPS B2). https://secretariat.mcmaster.ca/app/uploads/SPS-B2-Teaching-Portfolios-.pdf
Schönwetter, D. J., Sokal, L., Friesen, M., & Taylor, K. L. (2002). Teaching philosophies reconsidered: A conceptual model for the development and evaluation of teaching philosophy statements. International Journal for Academic Development, 7(1), 83-97. https://doi.org/10.1080/13601440210156501
Sheakley, M. (2022). Documenting Educator Work: The Educator Portfolio. In Huggett, K. N., Quesnelle, K. M., & Jeffries, W. B. (Eds.), An introduction to medical teaching: Innovation and change in professional education, vol 20 (pp. 319-332). Springer. https://doi.org/10.1007/978-3-030-85524-6_21
